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Analyst
Chris Grenga
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 4).
- Questions
- 8on tracked calls
- Challenge rate
- 13%1 of 8 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right. See how we grade analysts on earnings-call questions.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 8 of 8 questions from 4 companies
ZBRAZebra Technologies3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
could those translate into tailwinds for Zebra as customers adopt more of Zebra's technologies to enhance their tariff compliance
Show response
Burns confirmed customer production moves are an opportunity, Zebra benefits when new facilities are equipped. Track-and-trace mandates and supply chain visibility needs amplify the tailwind.
The deployment of Zebra companion with AI features at the anchor customer that showcased the NRF progressing in line with your expectations
Show response
Burns confirmed AI Companion is on track with lighthouse customer proof-of-concepts progressing. The AI suite for mobile computing has been released and is available to ISV partners.
Calendar 2024 Q4
Do you anticipate the feature set for Companion being exclusive to the customer that was showcased in our effort for any period of time
Show response
Burns confirmed the AI companion is not exclusive and is applicable across verticals. Winters noted Zebra is already using it in their own distribution center for knowledge management.
AMEAmetek2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
increasingly constructive commentary across broader life sciences recently, just in terms of what you're seeing
Show response
CEO said life sciences is picking up (an Automation business serving life-sciences equipment is doing extremely well) and Paragon MedTech strength is partly new program wins.
You had highlighted the UAV opportunity, and I was just curious if you could provide a little bit more color
Show response
Asked by Chris Grenga on for Joe Giordano; CEO detailed 3 recently won UAV programs (one US, two NATO), supplying sensing, power distribution and cooling.
XYLXylem Inc.2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2026 Q2
The MCS outlook continues to rely on a fairly substantial fourth quarter step up.
Show response
Grogan pointed to double-digit water orders growth in H1, line of sight on the flow business, and projects close to signing. Did not quantify electric recovery. Asked by an associate on for Joe.
Could you talk about what you are seeing in customer engagement since the launch of that product?
Show response
Pine said Vue doubled last year and is on pace to grow close to 30% to 40% in 2026, consolidating utilities' discrete applications into one platform, with plans to scale into industrial verticals.
VLTOVeralto1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
Can you walk us through the specific bridge items that are driving the revision? And how much of that is operational versus capital structure below the line?
Show response
CFO confirmed EPS raise predominantly operational: Q1 strength, strong order books into April, pricing at high end, and broad execution across businesses and regions. Share buyback accretion already baked in. Demand patterns steady with 4 months of visibility.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| ZBRA Zebra Technologies | 3 | 0%none of 3 questions |
| AME Ametek | 2 | —Rate withheld: fewer than 3 questions |
| XYL Xylem Inc. | 2 | —Rate withheld: fewer than 3 questions |
| VLTO Veralto | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 4 | 25%1 of 4 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q24 questions · challenge rate 25% (1 of 4 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Cloud & AI4
- Product Launch3
- Guidance Reliability2
- Innovation & R&D1
- Revenue Growth1
- Supply Chain1